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OMBA 2020 Outlook

  • February 14, 2020

Markets, Multiples, Monetary Policy & Momentum Some of our thinking for a complex 2020 In this piece we touch on many topics and share some of the things we like, some of the things on our radar and a brief…

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Market Update – Coronavirus

  • February 4, 2020

We have prepared a brief market update with a specific focus on the current market impact of the Coronavirus outbreak – something that we continue to watch closely.

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Fixed Income and Rates Discussion

  • November 21, 2019

We have recently received a number of questions relating to fixed income and interest rates as we now live in a world of unusually low rates and muted inflation in developed countries. Our analysis team have prepared a short discussion…

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On the Edge

  • August 23, 2019

Commentary on an Unfolding 2019. Following a large correction in markets in 4Q 2018 and a Hawkish Federal Reserve we’ve had an about turn into a strong 1H market rally and Dovish Fed…how quickly things can change!

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Investing in China – an ETF overview

  • June 24, 2019

Following our deep dive into India we have recently published a unique piece looking at the ETF landscape in China. It’s a fascinating and informative read for anyone looking to gain broad exposure to Chinese equities using western market ETFs.

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India Outlook & Analysis

  • May 6, 2019

Over the last year or so a number of clients have asked us about India from an investment perspective. Additionally, with the current ongoing election and the recent India/ Pakistan tensions we thought it timely to delve into India a…

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Omba 2019 Outlook

  • January 31, 2019

We conducted our own analysis and research having also read numerous outlook pieces from other firms, industry bodies and academic work relating to 2018’s performance and 2019’s outlook. This year we decided to focus more on credit and debt markets,…

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1H > 2H

  • July 31, 2018

As we move through the second half (2H) of 2018 we worry the first half (1H) might have delivered better returns than the second half will.You may recall that at the start of the year we provided a very short…

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